Worldox GX3 Enterprise Requirements. Version 1.0

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1 Worldox GX3 Enterprise Requirements Version 1.0 Revised 10/31/2012

2 REVISION HISTORY Version Date Author Description /31/2012 Michael Devito Published Worldox GX3 Enterprise Requirements v1.0 10/31/ of 11

3 WARRANTIES AND COPYRIGHT NOTICES Disclaimer of Warranty World Software Corporation makes no representations or warranties, either expressed or implied, by or with respect to anything in this manual, and shall not be liable for any implied warranties of merchantability or fitness for a particular purpose or for any indirect, special, or consequential damages. Copyright Notice No part of this publication may be reproduced or transmitted, in any form or by any means, photocopying, recording or otherwise, without prior written consent of World Software Corporation. While every precaution has been taken in the preparation of this document, World Software Corporation assumes no responsibility for errors or omissions. This publication and features described herein are subject to change without notice World Software Corporation. All rights reserved. Worldox GX3 Enterprise Requirements Document Version 1.0 Please check the Downloads section of the WORLDOX web site at to download the latest version of this document. Documentation is also available at support.worldox.com/misc/m106.htm in the Worldox Knowledge Base. Worldox GX3 Enterprise Requirements v1.0 10/31/ of 11

4 CONTENTS 1 OVERVIEW The Evolution of GX3 Enterprise GX3 Deployment Options Worldox Resources REQUIREMENTS Terminal Servers Dedicated WDSERVER Machine Client Machines WDSAAS Workstations Firewall Bandwidth Worldox GX3 Enterprise Requirements v1.0 10/31/ of 11

5 GX3 Enterprise Reqs 1 OVERVIEW 1.1 The Evolution of GX3 Enterprise The new GX3 takes the core Worldox software to a new level, while delivering greater flexibility and mobility for telecommuting to users. With an increasingly mobile workforce and satellite offices more prevalent than ever, traditional IT solutions may no longer be good enough. Remote workers expect the same experience on the road as they have back in the home office. They expect performance, speed and transparent functionality the new standards in today s business model. Current technologies such as Citrix and the MS Terminal Server address remote connectivity to some extent, by delivering remote connectivity solutions to users working from out-of-office locations A Critique of Traditional Remote Solutions Many firms take advantage of these traditional remote solutions. However, although they are functional, such solutions are not always ideal: The Citrix solution is costly to purchase and maintain. All necessary applications must work in the Citrix or MS remote desktop environment, as the published desktop does not allow interaction with locally installed applications. Application speed either due to bandwidth or latency is often an issue. Other options include web browser-based products which remotely access your documents with Internet interfaces. In fact, our own Worldox Web/Mobile is one such product. However, browser-based solutions are typically less robust than their desktop counterparts. Also, as a consequence of web and HTML limitations, the interface (front-end user experience) is inherently different and less user-friendly than what users experience in desktop applications. As a result, this often equates to additional training for users of the web interface, and possibly resistance from users citing negative impacts on their productivity. If data access alone is the key requirement, these traditional solutions are more than adequate. However, if workflow efficiency, speed and ease-of-use are priorities, these choices are not good enough. In effect, your remote work force pays significant penalties to use the available tools. Given the heavy use a DMS receives, these shortcomings are unacceptable A New Approach The new idea is quite simple. While both Microsoft and Citrix offer solutions for both published applications and desktops, it requires administrators to publish all of the applications that interact with the DMS alongside it. Because of this isolation between the remote session and the user s local computer, there can be no interaction between the two sets of applications. Worldox GX3 Enterprise Requirements v1.0 10/31/ of 11

6 GX3 Enterprise Reqs The Enterprise (and Cloud) solution WDSAAS our simple and revolutionary, patent-pending communication architecture is the solution. It features a client-server communication application which allows all locally installed applications to have full communication with the published version of Worldox hosted on a remote server. The result is that Worldox looks and feels the same, whether used locally or via remote hosting, either in your data center or off-site. To remote workers, it means transparency one Worldox that always works as expected at the office, in the home office, satellite office or anywhere on the road. The added bonus is that there is no new Worldox version to learn for remote access. It s the same Worldox interface users experience in the home office. That means no learning curve. 1.2 GX3 Deployment Options With this new remote-hosting model, GX3 is now one product with three different deployment options. Here's a look at how the three versions compare: GX3 Professional Our desktop version - the familiar client/server approach, with Worldox GX3 installed on the users' local computers. All Worldox-managed documents are located on one or more networked servers. This is the traditional Worldox deployment method and an upgrade for GX2 customers. GX3 Enterprise Enterprise is for larger firms, with multiple locations or high demand for remote access. Enterprise takes advantage of Microsoft's RemoteApp technology and extends it to a new level. The Worldox Enterprise Server architecture allows the Worldox published application to have full communication with their local applications, including MS Office, Outlook and third-party integrations such as case management software. GX3 Cloud The SaaS-hosted cloud: in this model, GX3 (and only GX3 ) plus all documents are hosted and managed in our data center. Users have the same rich Worldox experience, regardless of where they are located, for a modest monthly fee. 1.3 Worldox Resources Technical Support To contact Worldox Technical Support: Call: support@worldox.com Worldox GX3 Enterprise Requirements v1.0 10/31/ of 11

7 GX3 Enterprise Reqs Worldox on the Web World Software Home Documentation Worldox GX3 Enterprise Requirements v1.0 10/31/ of 11

8 GX3 Enterprise Reqs 2 REQUIREMENTS Aside from the specific hardware and software requirements listed below, there is one other essential precondition for running GX3 Enterprise. You must currently be running GX3 Professional. If your site has GX2 or earlier Worldox version installed, the first step is to upgrade to GX3 Professional. If you are a new customer, you need to install GX3 Professional first, then install GX3 Enterprise. 2.1 Terminal Servers At least one terminal server (dedicated or virtual) running Windows Server 2008 R2. Also, it is highly recommended though not required that each server have an SSL certificate How Many Terminal Servers Are Needed? There is no one best answer, as that depends on a complex interaction of hardware capabilities, expected usage patterns and requirements (if any) for redundancy and uninterrupted access to Worldox. As best practice, we recommend: Use dedicated servers (machines or virtual) for GX3 Enterprise. Plan for redundancy; use multiple servers even in low-usage, few user scenarios. Note: While we recommend multiple servers for redundancy, we defer to Microsoft for specific site planning. For more information, please visit: When anticipating higher use levels and many users, split the server load to multiple servers AND have at least one backup server on hand. Factors to consider: 1. Total number of users expected to access GX3 Enterprise 2. Maximum number of GX3 Enterprise users expected at peak load times 3. Access strategy: Will GX3 Enterprise be used as a secondary, remote access point for users from home offices, at client sites, on the road or will Enterprise be the primary Worldox access from all points? 4. Server specifications, capacity, configuration Worldox GX3 Enterprise Requirements v1.0 10/31/ of 11

9 5. Need for uninterrupted access; if your sole Worldox terminal server goes down, what is the impact? If one of multiple Worldox terminal servers goes down, can the remaining server(s) handle the load? Sample Scenarios GX3 Enterprise Reqs Conditions Servers Detail A 5 Worldox users Enterprise provides partial access to Worldox, supplementing local network access. B 18 Worldox users Enterprise provides partial access to Worldox, supplementing local network access. C 18 Worldox users Enterprise is the sole access point to Worldox. D 35 Worldox users Mixed access: Enterprise is the sole access point to Worldox for some users, and offers remote access to all users. 1 or 2 One dedicated terminal is sufficient to handle the load. To add redundancy and a safety factor, add a second terminal server. 2 One dedicated terminal MAY BE sufficient to handle the load. To add capacity, add a second server. That second server also serves as backup, adding redundancy and a safety factor. 2 or 3 One dedicated terminal MAY NOT BE sufficient to handle the load. To add capacity, add a second server. That second server also serves as backup, adding redundancy and a safety factor. Given expected higher loads, consider adding a third server. 3 Two dedicated terminal servers MAY BE sufficient to handle the load. To add capacity, add a third server. That third server also serves as backup, adding redundancy and a safety factor Software on Terminal Servers A Remote Desktop Server role has to be added on each server. Under that role, the Remote Desktop Session Host is the feature that has to be added. Desktop Experience has to be enabled on each server. Client Access Licenses (CALs) to cover all users or devices. Worldox GX3 Enterprise Requirements v1.0 10/31/ of 11

10 GX3 Enterprise Reqs 2.2 Dedicated WDSERVER Machine One, dedicated machine (workstation class): Running Windows Vista or newer OS Minimum 4 gigs RAM Multi-core processor Note: Server-class machines are recommended for high-use environments. 2.3 Client Machines WDSAAS Workstations For each workstation: Running Windows XP, Service Pack 3 or newer OS Minimum RAM: 2 gigs for XP, 4 gigs for Vista or Windows 7 Remote Desktop Client v.7 installed 2.4 Firewall For each terminal server used, open the default port 3389 or a port of your choosing. On the dedicated WDSERVER machine, open ports or two other ports of your choosing. 2.5 Bandwidth Minimum 3 Mbps Consider that bandwidth requirement as a bare minimum. It might be enough at a small office, where GX3 Enterprise is used as a secondary, remote access point for users. That bandwidth may be not nearly enough in larger offices with more users and more activity. It is difficult to state bandwidth requirements, as what will be an acceptable or optimal at your site depends on a complex interaction of factors, not all strictly Worldox-related: 1. Communication hardware, capacity and configuration used 2. Total number of users, all applications 3. Number of users expected to access GX3 Enterprise 4. Number of GX3 Enterprise users expected at peak load times Worldox GX3 Enterprise Requirements v1.0 10/31/ of 11

11 5. Total volume of traffic now (all applications, not including Worldox) at your site, average and peak load 6. Average file size of Worldox-managed documents GX3 Enterprise Reqs In terms of bandwidth, there are few helpful guidelines available. Microsoft recommends that 128kb be reserved for each user on remote access. However, that recommendation covers screen transfers only. Bandwidth required for GX3 Enterprise would clearly have to be much higher, given that Worldox sends and receives much more than just screen data. So here, our best practice recommendation is simple. Get more bandwidth than you think you need, as much as you can afford. Extra capacity affects speed, which directly correlates to workflow efficiency and user satisfaction. Worldox GX3 Enterprise Requirements v1.0 10/31/ of 11

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